AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups
Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review
